associate attorney

asset management - special situations credit analyst- executive director Jobs in New York

asset management - special situations credit analyst- executive director

asset management investment platform - data scientist associate Jobs in New York

asset management investment platform - data scientist associate

associate attorney ( insurance transactional + regulatory practice) Jobs in New York

associate attorney ( insurance transactional + regulatory practice)

associate director, private equity due diligence insights & analysis Jobs in New York

associate director, private equity due diligence insights & analysis

private equity associate

Gullia Filing

About the CompanyDLA Piper is a top 10 global law firm, operating in more than 40 countries with 90+ offices worldwide. The firm advises a wide range of private equity firms, strategic buyers, and global corporations on complex M&amp;A matters. DLA Piper&rsquo;s private equity team handles high-profile, cross-border transactions in fast-paced deal environments. As a law firm, DLA Piper is not venture-backed and operates on a global partner equity model.Roles and Responsibilities:<ul><li>Lead and support private equity and M&amp;A transactions for strategic buyers and PE clients</li><li>Draft and negotiate a wide range of agreements including purchase agreements, investment documents, and disclosure schedules</li><li>Manage closings and supervise junior associates and paralegals</li><li>Advise clients on legal and regulatory issues related to deal execution</li><li>Coordinate with internal teams (tax, finance, regulatory) to ensure smooth transactions</li><li>Participate in firm development initiatives and mentoring programs</li></ul>Job Requirements:<ul><li>JD from an accredited law school</li><li>Licensed to practice in the state of the office (NY, GA, TX, IL)</li><li>4&ndash;7 years of experience in Private Equity or M&amp;A transactions at a top-tier law firm</li><li>Experience handling end-to-end deal cycles and client management</li><li>Strong written, verbal, and interpersonal communication skills</li><li>Prior AmLaw 100 firm experience preferred</li><li>Cross-border deal experience preferred</li><li>Superior academic performance preferred</li></ul>Job Type: Full-timePay: $310,000.00 - $420,000.00 per yearBenefits:<ul><li>401(k)</li><li>Adoption assistance</li><li>Health insurance</li><li>Military leave</li><li>Paid jury duty</li><li>Paid parental leave</li><li>Parental leave</li></ul>Application Question(s):<ul><li>Must be a U.S. citizen or a permanent resident (green card holder).</li></ul>what is your visa type?Location:<ul><li>New York, NY 10020 (Preferred)</li></ul>Work Location: In person

Private Equity Associate

Lead Edge Capital

<div>
 
 The Firm
 
 
 
 Lead Edge Capital is a $5 billion growth equity firm backing software, internet, and tech-enabled businesses around the world. Since 2011, we&rsquo;ve partnered with over 100 companies, including Alibaba, Asana, Toast, Duo Security, Wise, and Benchling, and have seen more than 60 successful exits. We look for companies where our network can make a difference, and where speed, access, and execution matter. We&rsquo;re powered by a global network of 700+ operators, executives, and entrepreneurs who do more than commit capital. They help our companies hire, grow, and win. Lead Edge has offices in New York, London, and Santa Barbara.
 
 
 
 Overview
 
 
 
 An Investment Associate will be given a significant level of responsibility and operate as a member of a lean team to execute all aspects of the investment process, including analyzing, structuring, monitoring, and exiting investments. You will have a high level of exposure to the firm&rsquo;s senior investment professionals and will have a unique opportunity to learn from an experienced technology investment team with a proven track record and significant domain expertise.
 
 
 
 Duties And Responsibilities
 
 
 
 This Investment Associate will work as a key member of our investment team, primarily responsible for evaluating interesting investments for our fund. Your main roles and responsibilities are outlined below.
 
 
 <ul>
 <li>
 Investment Diligence &ndash; As exciting opportunities are surfaced; you will become part of a deal team responsible for a full evaluation of the deal. Your primary responsibility will be getting to the right answer quickly, prioritizing the key qualitative and quantitative questions to inform the deal team&rsquo;s go/no-go decision. As the deal team moves into the later stages of a process, you will work to create detailed operating models, retention and waterfall analysis, investment committee materials, and post-close value creation plans.
 </li>
 <li>
 Portfolio Company Support &ndash; Following the close of a deal, you will support the Lead Edge Partner on the deal by becoming a trusted advisor to management, participating in board activities and strategic projects as needed. These activities often include the hiring of key executives, reporting and board material creation, strategic customer introductions through the LEC network, and financial plan setting.
 </li>
 <li>
 Research &ndash; You will play a critical role in the investment and idea generation process at Lead Edge. You will develop thoughtful views on areas of thematic interest through outside-in-market work (expert network calls, market mapping, synthesizing industry research) and direct conversations with entrepreneurs. Occasional travel may be involved as you attend conferences or in-person meetings with prospective management teams.
 
 
 </li>
 </ul>
 
 Requirements
 
 
 
 <ul>
 <li>
 2-3 years of work experience in investment banking and/or growth equity and private equity
 </li>
 <li>
 Demonstrated interest in working in or around the technology industry
 </li>
 <li>
 Proficient with the Microsoft Office Suite
 </li>
 <li>
 Familiar with CRM tools such as Salesforce
 </li>
 <li>
 Able to produce internal deliverables such as investment memos/presentations
 </li>
 <li>
 Mastery of financial modeling and detailed KPI analysis
 </li>
 <li>
 Demonstrated interest in entrepreneurship and venture capital/growth equity
 </li>
 <li>
 Team-first orientation with the ability to contribute to firm culture
 </li>
 <li>
 This is an in-person role based in New York City. Applicants must be in or willing to relocate to the New York area
 
 
 </li>
 </ul>
 
 Compensation
 
 
 
 <ul>
 <li>
 The budgeted base salary range is $125,000-$160,000. Total compensation will include base salary and performance-based bonus. Total package will be commensurate with qualifications and experience and will be highly competitive relative to market. Actual pay will be adjusted based on experience.
 </li>
 </ul>
</div>

Associate

NielsenIQ

<div>
 
 R25_0022684
 
 
 
 
 *US role; must be in US at time of application to be considered.
 
 
 
 
 (Preferred locations include: Chicago, New York or Boston)
 
 
 
 
 
 
 Job Description
 
 
 
 
 
 About this job
 
 
 
 
 
 The Financial Services Data as a Service (DaaS) Research Team delivers support and insights related to the raw datasets utilized by the investing community. Our products and services are designed for consumption by the Asset Management industry, which includes Hedge Funds, Mutual Funds, Pension Funds, Quantitative Funds, and Private Equity. We&rsquo;re a team of data-driven analysts who love turning data into actionable insights and clearly communicating those insights to our sophisticated investing clientele.
 
 
 
 
 As Associate Director, Due Diligence Insights &amp; Analysis, you will spearhead analyses and presentations using NIQ&rsquo;s full suite of US-based and global datasets and analytical models. You will partner with data scientists, analytical experts and thought leaders across the organization to inform strategic recommendations on behalf of Private Equity clients within our growing Due Diligence Consulting practice.
 
 
 
 
 As an ideal candidate for this role, you are a powerful communicator and effective project leader with strong analytical and storytelling skills, deep expertise leveraging point-of-sale and consumer data to provide holistic assessments on industries, categories and brands, and comfortable engaging multiple stakeholders at executive or c-suite level. You understand the language of Private Equity and the nuances of the due diligence process, and you anticipate and tackle client questions before they arise.
 
 
 
 
 You are naturally curious, always building on your understanding of market and consumer trends and their implications to the world of Private Equity and Financial Services clients in general. As a thought leader, you&rsquo;re comfortable working with a wide range of datasets as a part of your &lsquo;toolkit,&rsquo; and you understand the power of cultivating a robust and diverse internal network to draw from as consultative partners. You also work well in a collaborative and dynamic environment, as part of NIQ&rsquo;s Financial Services team.
 
 
 
 
 
 Responsibilities
 
 
 
 
 <ul>
 <li>
 Leverage your knowledge of the marketplace, analytical expertise and storytelling skills to spearhead due diligence projects from outline to final delivery stage
 </li>
 <li>
 Understand drivers of company performance and how to derive them using various NIQ datasets and models. Articulate the relevant implications of your findings to key external stakeholders and support your fact-based assumptions with confidence
 </li>
 <li>
 Develop strong relationships with Private Equity clients to ensure you understand their specific needs and priorities as part of their due diligence considerations
 </li>
 <li>
 Support adoption and usage of raw datasets among prospects and current clients by showing their value through your insights and analytical point-of-view, providing deep dives and consultative expertise as needed
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 Bachelors or Advanced degree in Statistics, Engineering, Economics, or Finance or fields that employ rigorous data analysis preferred. A Master's in business administration or financial mathematics is a plus
 </li>
 <li>
 Minimum 5 years&rsquo; experience in Consulting, Analytics, or Brand Strategy
 </li>
 <li>
 Experience working with Private Equity and/or Brand Corp Dev teams preferred
 </li>
 <li>
 Strong applied statistics skills preferred
 </li>
 <li>
 Proficiency with Python, R, SAS or MATLAB or SQL/relational databases is a plus
 </li>
 <li>
 Advanced knowledge of Microsoft Excel
 </li>
 <li>
 Strong verbal, presentation, and written skills
 </li>
 <li>
 Strong planning and organizational skills
 </li>
 <li>
 Desire to learn and continually upgrade skills
 </li>
 <li>
 Disposition to simplify research, work processes, and complex statistical concepts
 </li>
 <li>
 Quantitative aptitude with proven data analysis and problem-solving skills
 </li>
 <li>
 Ability to work independently, as part of a team, and communicate technical concepts clearly and concisely in oral and written form
 </li>
 <li>
 Ability to work under tight deadlines and in a fast-paced environment
 </li>
 </ul>
 
 
 US Benefits
 
 
 
 
 <ul>
 <li>
 Comprehensive healthcare plan (medical, Rx, dental, and vision)
 </li>
 <li>
 Flexible spending accounts and a Health Savings Account (including company contributions)
 </li>
 <li>
 Life and AD&amp;D insurance
 </li>
 <li>
 401(k) retirement plan including company matching contributions
 </li>
 <li>
 Disability insurance
 </li>
 <li>
 Tuition Reimbursement
 </li>
 <li>
 Discretionary paid time off program and 11 paid holidays
 </li>
 <li>
 Flexible working environment
 </li>
 <li>
 Volunteer time off
 </li>
 <li>
 LinkedIn Learning
 </li>
 <li>
 Employee-Assistance-Program (EAP)
 
 
 </li>
 </ul>
 
 Additional Information
 
 
 
 
 This role has a market-competitive salary with an anticipated base compensation of the following range:
 
 $105,500.00 - $140,000.00.
 
 Actual salaries will vary depending on a candidate&rsquo;s experience, qualifications, skills, and location. This role might also be eligible for a sales-based incentive or performance-based bonus. Other benefits include flexible working environment, comprehensive health insurance, industry-leading parental leave, life insurance, education support and more.
 
 
 
 
 
 Our Benefits
 
 
 
 
 <ul>
 <li>
 Flexible working environment
 </li>
 <li>
 Volunteer time off
 </li>
 <li>
 LinkedIn Learning
 </li>
 <li>
 Employee-Assistance-Program (EAP)
 </li>
 </ul>
 
 
 
 About NIQ
 
 
 
 
 
 NIQ is the world&rsquo;s leading consumer intelligence company, delivering the most complete understanding of consumer buying behavior and revealing new pathways to growth. In 2023, NIQ combined with GfK, bringing together the two industry leaders with unparalleled global reach. With a holistic retail read and the most comprehensive consumer insights&mdash;delivered with advanced analytics through state-of-the-art platforms&mdash;NIQ delivers the Full View&trade;. NIQ is an Advent International portfolio company with operations in 100+ markets, covering more than 90% of the world&rsquo;s population.
 
 
 
 
 For more information, visit NIQ.com
 
 
 
 
 Want to keep up with our latest updates?
 
 
 
 
 Follow us on: LinkedIn | Instagram | Twitter | Facebook
 
 
 
 
 
 
 Our commitment to Diversity, Equity, and Inclusion
 
 
 
 
 
 At NIQ, we are steadfast in our commitment to fostering an inclusive workplace that mirrors the rich diversity of the communities and markets we serve. We believe that embracing a wide range of perspectives drives innovation and excellence. All employment decisions at NIQ are made without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable laws. We invite individuals who share our dedication to inclusivity and equity to join us in making a meaningful impact. To learn more about our ongoing efforts in diversity and inclusion, please visit the https://nielseniq.com/global/en/news-center/diversity-inclusion
 
 
 
</div>

Associate Director, Private Equity Due Diligence Insights & Analysis

JPMorganChase

<div>
 
 Job Description
 
 
 
 We are looking for associate level equity exotics trader. You will be responsible for engaging in market making and risk management of equity exotic derivatives. Our business is client focused, non-proprietary trading. You will need to have a good relationship with the across functions and regions.
 
 
 
 Job Summary
 
 
 
 As an associate within the equity exotics trading team, you will be focused on our client business; Retail distributors of securitized structured products, and Institutional clients who trade in light exotic products and dispersion strategies. You will be responsible for engaging in market making and risk management of equity exotic derivatives. Our business is client focused, non-proprietary trading. You will need to have a good relationship with the across functions and regions.
 
 
 
 Job Responsibilities
 
 
 
 <ul>
 <li>
 Reporting of risk and PnL
 </li>
 <li>
 Maintaining secondary markets
 </li>
 <li>
 Automating BAU operational processes
 </li>
 <li>
 Hedging of first and second order risks
 </li>
 <li>
 Pricing tie out of light exotics and retail franchise
 
 
 </li>
 </ul>
 
 Required Qualifications, Capabilities, And Skills
 
 
 
 <ul>
 <li>
 Bachelors degree in Engineering or Mathematics, or training in relevant field
 </li>
 <li>
 1+ years of Trading experience
 </li>
 <li>
 Proficiency in Python and ability to automate processes and controls
 </li>
 <li>
 Emotional and social maturity to build consensus and drive the business forward
 </li>
 <li>
 Ability to succeed in a demanding, dynamic, and fast-paced environment
 </li>
 <li>
 Willingness to learn and drive to constantly improve
 </li>
 <li>
 Quantitative rigor and front to back ownership of responsibilities
 
 
 </li>
 </ul>
 
 ABOUT US
 
 
 
 JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
 
 
 We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
 
 
 We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
 
 
 JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans
 
 
 
 About The Team
 
 
 
 J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
</div>

Equity Exotics Trading - Associate

Santander Holdings USA Inc

Structured/Project Finance - Underwriting & Portfolio Management AssociateCountry: United States of AmericaYour Journey Starts Here:Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!The Difference You Make: The Associate, Underwriting & Portfolio Management will be responsible for managing the Underwriting & Portfolio Management of a defined portfolio of Structured Finance transactions. The Portfolio is comprised of Project Finance and Fund Finance loans.This position will work closely with the 1LoD product teams to present and defend business opportunities to the 2nd Line of Defense. The candidate will manage the business relationship with risk and ensure all required portfolio management tasks are completed.Responsibilities: Communicates portfolio trends, risks and mitigants to senior leadership. Develops and manages portfolio information needed to accommodate sound risk management, economic and regulatory reporting requirements. Leads underwriting, structuring and closing of amendments, upsizes and extensions, as needed, including annual reviews and credit approval memos. Develop credit recommendations which include clear views of credit structures and borrower's risks. Lead the financial modelling of complex structured corporates, including the impacts of complex transactions including mergers, acquisitions and divestitures. Supports junior development through building strong relationships with the team as a mentor as needed. Collaborates with product team members prior to loan closing on approval memos, legal documentation, collateral review and funding approvals. Manages and controls risks throughout the post-closing credit process to ensure strong borrower performance. Monitors and enforces terms of loan agreement / documents. Identifies and establishes best practices policies and procedures. Manages other Portfolio Management functions, including collaborating with new business team on up-front and ongoing client due diligence, etc. Leads and/or provides valuable input for broader business initiatives, projects and goals.What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Education:Bachelor's Degree or equivalent work experience in Finance, Accounting, Management, Economics or equivalent field. (Required)CFA Charter and/or MBA (Preferred)Work Experience:Financial analysis, structuring, underwriting and portfolio management. Experience with infrastructure companies, and/or project finance loans (preferably renewable energy - wind, solar, etc) Skills and Abilities: Proficient communicator (orally and in writing) with clients, peers and fellow associates Proficient with Microsoft Office applications Ability to work and interact with various departments Ability to work in a fast-paced, sometimes stressful, environment with many critical deadlines Thorough knowledge and understanding of Structured Finance loan products and servicesCertifications:<ul><li>Other: Completion of bank-certified course in Credit Training - Preferred.</li></ul>It Would Be Nice For You To Have:<ul><li>Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.</li><li>Experience in Microsoft Office products.</li></ul> What Else You Need To Know :The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $78,750.00 USD Maximum: $122,500.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions : Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required . Employer Rights:This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next :If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Banco Santander S.A.

Structured/Project Finance - Underwriting & Portfolio Management Associate

Jefferies

<div>
 
 Jefferies is a global investment banking firm that has served companies and investors for over 60 years. Headquartered in New York, with offices in more than 30 cities worldwide, Jefferies provides clients with comprehensive capital markets and financial advisory services, institutional brokerage and securities research, as well as wealth and asset management. The firm offers a full range of investment banking services, including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory solutions across the Americas, Europe, and Asia. Jefferies is a wholly-owned subsidiary of Jefferies Financial Group (NYSE: JEF), a diversified holding company.
 
 
 
 
 
 
 Group Description:
 
 
 
 The
 
 Latin America Coverage Group
 
 within Jefferies Investment Banking delivers a full suite of advisory and capital markets capabilities to clients across diverse sectors in Latin America. Our team partners with leading corporations, financial sponsors, and institutional investors to execute complex transactions in a region experiencing dynamic economic growth and increasing global integration. We specialize in cross-border M&amp;A, equity and debt capital markets, and strategic advisory services, leveraging Jefferies&rsquo; global platform to provide tailored solutions for clients operating in or expanding into Latin America.
 
 
 
 
 
 
 About the Role:
 
 
 
 We are seeking an experienced
 
 Investment Banking Analyst/Associate
 
 to join our Latin America Coverage team in New York. This role offers a unique opportunity to work closely with senior bankers, including the Head of the LatAm Group and Managing Directors, on high-profile transactions across multiple industries such as Technology, Healthcare, and Industrials. The successful candidate will gain exposure to significant M&amp;A, equity, and debt deal activity and will have the opportunity to develop into a calling officer, building long-term client relationships with private and public companies throughout the region.
 
 
 
 Primary Responsibilities
 
 
 <ul>
 <li>
 Lead the execution of equity and debt financings, M&amp;A, and restructuring/recapitalization transactions.
 </li>
 <li>
 Perform detailed financial analyses, including valuation, discounted cash flow, pro forma merger, precedent transaction, and comparable company analyses.
 </li>
 <li>
 Prepare client-facing materials such as pitch books, offering memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses.
 </li>
 <li>
 Conduct due diligence and analyze corporate and financial information to support transaction execution.
 </li>
 <li>
 Develop and maintain client relationships through active involvement in deal execution and strategic pitching.
 </li>
 <li>
 Collaborate on mandates for Latin American clients where language skills and cultural understanding are critical.
 </li>
 <li>
 Engage directly with senior executive management teams of client organizations.
 </li>
 </ul>
 
 
 
 
 
 Required Qualifications
 
 
 <ul>
 <li>
 Native Spanish fluency.
 </li>
 <li>
 Strong familiarity with the business and capital markets environment in Latin America.
 </li>
 <li>
 Undergraduate degree with 1&ndash;3 years of investment banking experience.
 </li>
 <li>
 Proficiency in financial modeling and structuring for cross-border M&amp;A transactions, as well as debt and equity capital markets offerings.
 </li>
 <li>
 Ability to work effectively on multicultural and multilingual projects.
 </li>
 <li>
 Currently based in New York or willing to relocate.
 </li>
 </ul>
 
 
 
 
 
 Desired Skills &amp; Experience
 
 
 <ul>
 <li>
 Advanced financial modeling, financial statement analysis, and accounting knowledge.
 </li>
 <li>
 Exceptional written and verbal communication skills.
 </li>
 <li>
 Highly detail-oriented with strong critical thinking and problem-solving abilities.
 </li>
 <li>
 Ability to manage multiple transactions and projects simultaneously.
 </li>
 <li>
 Resourceful, self-motivated, and capable of working independently.
 </li>
 <li>
 Proven team player with leadership potential.
 </li>
 </ul>
 
 
</div>

Investment Banking Analyst/Associate | Latin America Coverage

West Monroe

<div><div>Are you ready to make an impact?</div>
West Monroe is seeking an Experienced Consultant with prior experience in and a strong passion for the Software &amp; High-Tech industry to join our Chicago, New York, or San Francisco office. Our offices serve an array of interesting and exciting Software &amp; High-Tech, Private Equity, and Corporate Strategic clients across the nation.

As an Experienced Consultant, you will work in small teams to serve Software &amp; High-Tech clients and Private Equity investors with a focus on software, TMT, and tech-enabled services businesses. Engagements range across market growth strategy, product strategy, operational improvement of functions such as R&amp;D / Engineering, Customer Support, Customer Success, etc., margin optimization, due diligence, and merger integrations / carve-outs.

In addition to client delivery, you will have the opportunity to assist with business development (hunting new clients and building relationships with existing), along with contributing to internal practice development leadership. Experienced Consultant's within West Monroe have three main responsibilities:

Client Delivery
<ul>
<li>Support teams serving Software &amp; High-Tech and Private Equity clients while demonstrating advisory capabilities with high level client counterparts such as C-level executives, Business Unit GMs, and Private Equity Deal and Operating Partners</li>
<li>Contribute to fast-paced due diligence engagements for Private Equity and Corporate Strategic clients investing in Software &amp; High-Tech, with an ability to evaluate the market opportunity, product technology, operating model, and their effects on margins, revenue, and growth risks.</li>
<li>Play a key role in strategy &amp; operational projects within the Software &amp; High-Tech sector (e.g., post-merger integration, carve-out/divestitures, operating model transformation) focused on initiatives such as product strategy, target operating model development, post-sales operations and retention improvement, and transaction program advisory.</li>
<li>Drive market research (TAM, market growth dynamics, headwinds / tailwinds, competitive landscape), analysis of software financials (revenue mix by product/geo/BU, gross /net retention and churn, SaaS margins, etc.), analysis of key software functions (R&amp;D / Engineering, sales &amp; marketing, customer success / support, etc.)</li>
<li>Drive creation of project deliverables such as executive-level PowerPoint decks summarizing findings / analysis and synthesizing recommendations, development of financial models e.g. multi-year P&amp;L forecasts</li>
</ul>
Practice Development
<ul>
<li>Build data-driven methodologies and assets for evaluating Software &amp; High-Tech businesses and manage related internal initiatives</li>
<li>Enhance analysis and presentation frameworks used in Software &amp; High-Tech advisory</li>
<li>Collaborate with a team of Software &amp; High-Tech industry, technology and operational consulting teams to develop and enhance delivery capabilities across West Monroe's practice areas</li>
<li>Actively participate in the performance management process</li>
<li>Actively participate in recruiting and retaining top quality consultants</li>
<li>Assist with company campus and experienced recruiting</li>
</ul>
Business Development
<ul>
<li>Support opportunities to provide prospects and clients with advisory services for Software &amp; High-Tech businesses and Private Equity Investors; collaborate with practice partners to support these opportunities</li>
<li>Understand client investment needs/constraints and help tailor proposals appropriately to meet their needs</li>
<li>Develop go-to-market messaging and sales materials to support business development for prospects and clients</li>
<li>Create work plans, pricing estimates, and risk assessments for potential engagements</li>
<li>Actively participate in Software / Technology and M&amp;A industry events</li>
<li>Attend networking events and actively build and leverage a professional network and affiliate network in the local community</li>
</ul>
Qualifications:
<ul>
<li>Minimum of 2+ years of work experience including at least one of the following:</li>
<li>Team-based, client-facing management, technology, or strategy consulting to Software and/or high-tech clients</li>
<li>Operational role within the Software &amp; High-Tech sector</li>
<li>M&amp;A experience at strategic acquirer</li>
<li>Experienced in specific Software &amp; High-Tech sub-sectors (e.g. FinTech, Healthcare IT, Marketing Tech, etc.) preferred, but not mandatory</li>
<li>Knowledge of go-to-market practices in a technology business, e.g., sales effectiveness, pricing, sales operations, etc.</li>
<li>Excellent organizational, verbal and written communication skills</li>
<li>Experience managing client relationships</li>
<li>Strong analytical, problem solving, and quality assurance experience</li>
<li>Strong communication skills to be able to work with C-level clients</li>
<li>Ability to work permanently in the United States without sponsorship</li></ul><div> 
<h3 class="jobSectionHeader">
Other consultancies talk at you. 
At West Monroe, we work with you.</h3>

We're a global business and technology consulting firm passionate about creating measurable value for our clients, delivering real-world solutions.

The combination of business and technology is not new, but how we bring them together is unique. We're fluent in both. We know that technology alone is not the answer, but how we apply it is. We rely on data to constantly adapt and solve new challenges. Actions that work today with outcomes that generate value for years to come.

At West Monroe, we zero in on the heart of the opportunity, getting to results faster and preparing people for what's next.

You'll feel the difference in how we work. We show up personally. We're right there in the room with you, co-creating through the challenges. With West Monroe, collaboration isn't a lofty promise, but a daily action. We work together with you to turn vision into clear action with lasting impact. 


West Monroe is an Equal Employment Opportunity Employer 
We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law. To learn more about diversity, equity and inclusion at West Monroe, visit www.westmonroe.com/inclusion. If you require a reasonable accommodation to participate in our recruiting process, please inquire by sending an email to recruiting@westmonroe.com.

Please review our current policy regarding use of generative artificial intelligence during the application process.

If you are based in California, we encourage you to read West Monroe's Notice at Collection for California residents, provided pursuant to the California Consumer Privacy Act (CCPA) and linked here.</div></div>

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